Sea Glass Wealth Advisory Group: Planning for an extraordinary life

“Planning is a really important part of what we do,” says Tracey Lundell of Sea Glass Wealth Advisory Group, a team that’s part of TD Wealth, Private Investment Advice. “We spend a lot of time in discovery with our clients so that we really understand their goals and desired outcomes; then, together, we design a plan to help you get there.”

With over 80 years cumulative financial experience between the three Sea Glass Wealth Advisory Group team members, Tracey Lundell, Kristina Thomas and Susan Wilson, have all worked in retail banking.

“Because we’re an all-female team, we tend to meet the women in the family first,” says Tracey, “but we involve all family members in planning for inter-generational wealth transfer.”

Tracey and her colleagues advise meeting with them first, before launching into the planning process.

“The first meeting,” says Tracey “is more a ‘get-to-know’ session, where we decide if we’re a good fit for the client. The second meeting is more detailed and personal and we outline any costs that will be involved for our services. There’s no cost before a client decides that they’re happy working with us.”

This document was prepared by Sea Glass Wealth Advisory Group for informational purposes only and is subject to change. The contents of this document are not endorsed by TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. - Member of the Canadian Investor Protection Fund.